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Best Financial Advisors in Huntington

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775 Park Avenue, Huntington, NY 11743
Huntington, NY 11743
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

DeLorenzo Financial Group, LLC, maintains a client base in Huntington consisting of corporations, families, and individuals. The firm has been providing financial services for over 35 years. Its financial advisors handle various investment options, such as bonds, brokerage accounts, and variable annuities. Furthermore, they plan retirements, estates, college funds, and insurance. Company owners who need help with business succession and taxes can also consult with the team. Gary J. DeLorenzo, the company's president, is a Certified Financial Planner with an MSFS degree.

775 Park Avenue, Huntington, NY 11743
Huntington, NY 11743

Website(631) 390-9013

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

778 New York Avenue, Huntington, NY 11743
Huntington, NY 11743
  • Estate Planning
  • Certified Financial Planner (CFP)

Dufek & Associates has been offering professional services and financial guidance to a wide range of enterprises for over 30 years in Huntington. The company helps customers understand the complexities of financial rules and regulations, including the functions of financing, succession planning, property, and negotiating support to owners and senior executives of companies. Its clients include not-for-profit companies focusing on human and child welfare services and closely held businesses with revenues ranging from $5 million to 100 million.

778 New York Avenue, Huntington, NY 11743
Huntington, NY 11743

Website(631) 549-2800

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10 Exchange Place, Jersey City, NJ 07302
Jersey City, NJ 07302
  • Estate Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Royal Alliance is a wealth management firm that has been serving clients in Huntington and its surrounding areas since 1969. It provides investment advisory, financial planning, retirement planning, and insurance consulting solutions and services which are focused on achieving the clients’ financial objectives. Its staff utilize leading research and industry-standard technologies and tools when assisting clients in their financial journey. In addition, the company is part of Advisor Group, which has more than 11,000 affiliated financial professionals.

10 Exchange Place, Jersey City, NJ 07302
Jersey City, NJ 07302

Website(800) 821-5100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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